🧩 The Problem
Before automation, this mid-sized CA and accounting firm in Kolkata was facing daily operational chaos:
❌ Clients weren’t followed up after initial service
📊 No system to track how many old clients returned
🧍♂️ Staff manually maintained WhatsApp chats and Excel sheets
📞 Partners had to remind team members to call clients back
🧾 Invoices were delayed; follow-up on renewals was inconsistent
😓 Even basic reports took hours to prepare
The result?
Lost repeat business. High stress. No visibility. No control.
💡 The Solution
That’s when they implemented our ERP system — designed for Indian consultancies and service firms.
Here’s what we did, step by step 👇
1️⃣ Step 1: Dashboard Setup —
Created a central dashboard to track:
- Client follow-up status
- Order history
- Renewal dates
- Repeat client percentage
2️⃣ Step 2: CRM + WhatsApp Automation —
Integrated CRM with automated WhatsApp reminders for:
- Filing dates
- Tax payment alerts
- Follow-ups on previous work
- Auto-templates with firm name, CA’s contact, and next steps
3️⃣ Step 3: Deal Notes & Timeline Tracker —
Every conversation with a client was logged automatically.
Now, even if one team member is absent, others can continue the work.
4️⃣ Step 4: HR Module Activation —
Enabled HR tools to:
- Track who handled which client
- Monitor late logins and team workload
- Auto-generate performance reports
5️⃣ Step 5: Report & Alerts System —
Weekly reports sent to partners showed:
- Missed follow-ups
- Delay trends
- Client segments with high churn
📊 The Result
📈 2.5x repeat orders in just 60 days
💬 70% clients said they returned because of the “timely reminders”
📉 Admin work dropped by 40%
💡 Team became proactive instead of reactive
🧠 Partners got full visibility — no more guesswork
🔍 Why It Worked
Because smart systems did what people forgot:
- Auto-tracked every lead and task
- Sent alerts before things slipped
- No missed calls. No missed follow-ups.
- Same team, 2x output
📣 Final CTA
“Want your CA Firm to run on auto-pilot with repeat clients flowing in?”
Let’s build your own ERP + CRM + WhatsApp system — the Indian way.
Simple. Smart. Scalable.
